WHY COASTWISE?

Coastwise Capital Group is a high-end, award winning independent money management firm, offering investment services and expertise to affluent individuals, families, and institutions.

 

Coastwise offers customized portfolios which are carefully tailored to meet the current and evolving needs of each of our clients.

OUR SERVICE OFFERINGS

MEET THE TEAM

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SCOTT KYLE
CHIEF EXECUTIVE OFFICER
CHIEF INVESTMENT OFFICER

 
brad saenz financial
BRAD SAENZ
CHIEF OPERATIONS OFFICER
FINANCIAL ADVISOR

 
Laurie Itkin financial
LAURIE ITKIN
FINANCIAL ADVISOR
PORTFOLIO MANAGER

 
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PATRICK FISCHER
FINANCIAL ADVISOR
PORTFOLIO MANAGER

 
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TRYSTAN CLEAVER
EXECUTIVE ASSISTANT 

 

RECENT NEWSLETTERS

 
OUR ADDRESS

7777 Fay Ave., Suite G5

La Jolla, CA, 92037

Email: [email protected]
Tel:  (858) 454-6670

FAX: (858) 454-6695

For any general inquiries, please fill in the following contact form:

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